| As of Date | 02/14/2026 |
| Registration | SEC, Approved, 10/25/2005 |
| ADV Location | BLUFFTON, SC, United States |
| Contact Info | 843 xxxxxxx |
| Websites |
| AUM* | 284,739,465 36% |
| of that, discretionary | 284,739,465 36% |
| Number of Employees | 6 -14% |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 544,435 20% |
| % High Net Worth | 42.07% 15% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds